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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,340 | $72,027-39.8% | $185,835-76.7% | $79,852-45.7% |
| Participation rate | 55.6% | 65.8%-10.2pp | 78.0%-22.5pp | 69.6%-14.1pp |
| Annual return | -1.02% | 23.13%-24.1pp | 35.96%-37.0pp | 31.72%-32.7pp |
| Employer contribution / active EE | $1,172 | $1,965-40.4% | $4,087-71.3% | $2,471-52.6% |
| Participant deferral / active EE | $1,833 | $3,780-51.5% | $5,633-67.5% | $3,740-51.0% |
| Admin fee / account holder | $8,493 | $4,513+88.2% | $9,502-10.6% | $5,306+60.1% |